Don’t Overweight Cash Unless You’re a Market-Timing Genius
Effectively timing the market requires extreme skill. Fortunately, diversification allows…
Where To Turn When Stocks and Bonds Move Together
Historically, 60/40 investors have relied on bonds to protect their equity positions and preserve capital through market down-turns…
The Fees Are Too Damned High for Most Liquid Alts
Liquid alternatives products often offer the allure of returns that could benefit most…
Imperfect Replication Beats Single Manager Selection 9/10 Times
One of the commonly raised concerns about Hedge Fund replication strategies is the tracking…
Stocks Need Easy Money to Consistently Outperform Hedge Funds
Stock indexes have outperformed hedge funds by quite a bit this year. As of late May, the NASDAQ is…
A Simple Investment Gameplan
The last year has all of us wrestling with whether our investment gameplan will work in a wide…
Pairing Managed Futures With Diversified Alpha For More Consistent Return
Many investors are looking at managed futures as an attractive complement for their portfolios…
The Trend Following Disappointment
Interest in trend-following strategies had a resurgence last summer as both bonds and stocks fell…
A Prime Opportunity To Improve Diversification
2022 was a difficult year for most investors and advisors. The one silver lining is that this…
The Role of Gold In a Portfolio
Gold is a unique financial asset. It is best thought of as a non-interest bearing real asset…